🔒 ID-verified individuals & professionals • No fake profiles

One Portal for
Individuals & Professionals.

KeeperAid verifies identities, organizes documents, and connects individuals & their businesses with trusted tax professionals, accountants, lawyers and insurance agents. Share files, manage reminders, calendars, charging, and ID verification in one place.

ID Every profile is ID verified

PRO Built for client documents, reminders & billing

9:41

Client Vault

ID Verified

247

Client & business docs

Verified connections

Today

Upload: 2024 Corporate Tax Return.pdf

Client: Green Leaf LLC • Shared with CPA

Reminder: Q1 tax estimate

Due in 3 days • Auto email to client

Payment received: $450

ID-verified client • Tax review service

Files

Clients

Calendar

No fake profiles

Built for pros

KeeperAid works for both sides

One secure portal where individuals and professionals meet, verify, and share documents.

👤 Individuals

For Individuals

Get ID-verified once, then use KeeperAid as your central vault for all your documents. Share securely with your professionals and access everything they upload for you.

✅ Secure vault for tax, legal, insurance and business documents
✅ Share documents with your accountant, lawyer, or insurance agent in one click
✅ Access documents your professionals upload back to you (returns, contracts, policies)
✅ ID-verified profile means professionals know they are working with the real you

🏢 Professionals

For Professionals

Connect with individuals and their businesses, centralize documents, and run your practice with reminders, calendar, charging, and integrated ID verification services.

✅ Connect to verified individuals and their businesses in one client list
✅ Request and receive documents directly into each client’s vault
✅ Built-in reminders & calendar for deadlines, renewals, and follow-ups
✅ Charging & payments connected to services and verified IDs
✅ Offer ID verification as a service to your clients and keep your files clean

Everything Your Portal Needs

Documents, connections, reminders, calendar, charging, and ID verification — all in one place.

Smart Document Hub

Central vault for tax, legal, insurance, payroll, and business documents — for both individuals and professionals.

Verified Connections

Individuals connect to tax pros, accountants, lawyers, and insurance agents — all ID verified.

Reminders & Calendar

Build calendars for deadlines, renewals, appointments, and compliance reminders per client or business.

Charging & ID Services

Charge for services, track payments, and offer built-in ID verification as a premium feature.

How KeeperAid Works

Simple flows for both individuals and professionals.

1 Individuals

• Create your account & verify your ID. No fake profiles, one real identity.
• Upload your documents. Tax returns, legal documents, insurance policies, business files.
• Connect with professionals. Give your accountant, lawyer, or insurance agent access to selected files.
• Access what they upload back. Signed returns, contracts, letters — always available in your vault.

2 Professionals

• Set up your professional profile. Verify your ID and your firm’s details.
• Invite clients & businesses. Connect to their vaults instead of chasing emails & attachments.
• Manage reminders & calendar. Track deadlines, appointments, renewals and compliance dates.
• Charge & deliver services. Request documents, upload your work, and connect payments to services — backed by ID verification.

Real Identities. Real Professionals.

Every profile on KeeperAid passes ID verification. No ghost accounts, no fake names — just verified individuals and licensed professionals connected to real documents.

ID verification required for all accounts

Full activity logs on document access

See which professional accessed which file and when

One Portal for Individuals & Professionals.